What Modern Fixed Income Trading Desks Actually Need
Findings from IMTC’s inaugural Trading & OMS Report on how portfolio managers, traders, and operations teams are rebuilding their infrastructure for the way fixed income actually works today.
Deliver highly customized fixed income products
Expand the range of solutions at various price points and wrappers to grow your market share without prohibitive manual, time-consuming processes.
Are you looking to expand current strategies but lack the infrastructure to do so efficiently?
Offering new strategies such as SMAs, model portfolios, tax-optimized accounts, and more to meet the changing demands of end clients isn’t scalable with current technology. Using a combination of legacy technology and spreadsheets to make decisions while communicating with clients, sponsors, and custodians is slow and prone to errors.
IMTC can help if you’re having difficulties with:
Adhering to unique strategies
Managing complex investment rules, one off requests, and hard stops without a systematized method isn’t accurate enough.
Managing cash and cashflows
Identifying accounts that have cash or that need maintenance trades and determining optimal investments is time-consuming across all accounts.
Allocating across accounts
Determining accounts and quantities in which to allocate bonds is a manual workflow that lacks an equitable and repeatable process.
Automating post-trade workflows
Ensuring the back-end trade flow is properly communicated to brokers, custodians, sponsored platforms, etc. is complicated and error-prone without straight-through-processing.
Optimize and automate fixed income management with a fully integrated, AI-enhanced platform
- Optimize portfolios en masse for actionable outcomes that are in line with investment strategies and preferences
- Adhere to complex and customized investment rules or remain in line with a model portfolio
- Allocate bonds equitably across accounts while remaining in line with rules
- Ensure post-trade efficiency with seamless connectivity into all necessary data and platforms
Implement investment ideas across accounts, faster, with IMTC
Transform your ability to scale fixed income management, with artificial intelligence embedded to augment your workflows so you can make investment decisions with speed and accuracy not before possible.
90%
of our clients are able to offer increased customization within 6 months of using IMTC
60-90
days in which a client can successfully launch new customized SMA offerings
94%
94% of our clients are able to meaningfully scale fixed income management
80%
reduction in time spent allocating trades
Explore how IMTC clients are using IMTC
“We had concerns about our old system. With IMTC, we’re more confident that we can work with a higher volume of accounts, move quicker, and that we can handle some of that growth within our system.”
Streamline fixed income management with a comprehensive and flexible suite of modules
Construct, optimize, allocate, and rebalance across hundreds of accounts at once, with every account still held to its own rules.
Route orders and click-to-trade from a Blotter that shows live offers and inventory from your connected venues, with automated post-trade processing
Build compliance into every decision so you can easily adhere to your firm’s strategies, targets, and unique investment guidelines, fully auditable.
Maintain one source of truth for security data, live market data, and portfolio insights, with complete control and flexibility over your data.
Generate client-ready reports, attribution, composite reporting, and portfolio comparisons, on the fly.
Free up your tech resources for other priorities since IMTC builds and maintains the integrations into your custodians, data providers, execution platforms, and more.
Latest insights
How Fixed Income Managers Win in Volatile Markets
Market volatility exposes the gaps in your workflow before you can fix them. Here’s how the right technology infrastructure helps fixed income managers move from insight to execution when every…
April 7, 2026
IMTC, MarketAxess Enter Relationship to Enhance Liquidity, Scale Custom Fixed Income Portfolios
IMTC is bringing MarketAxess liquidity directly into its portfolio and order management workflows. Here is what the integration means for portfolio managers who want to route orders to MarketAxess…
September 9, 2026
Want to learn how IMTC helps your firm to outperform?
Speak to our sales team. Our team has a consultative approach to help you assess if IMTC’s technology is right for your firm.
-
info@imtc.com -
110 E. 42nd Street, Suite 805, New York, NY 10017 -
(917) 310-2218